Advisor at Alpha Capital Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alpha Capital Wealth Advisors, LLC
Location
Mclean, VA
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
Ferris Ahn is a financial advisor at Alpha Capital Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Advisors, HSBC Securities, and USAA Financial Advisors. In addition to his advisory role, he is a licensed insurance agent. Alpha Capital Wealth Advisors provides portfolio management and advisory services to individuals and institutional clients, including pension plans and corporations. The firm employs a range of investment strategies informed by fundamental, quantitative, technical, and cyclical analysis, and offers pension consulting alongside its management services.
Based on Alpha Capital Wealth Advisors, LLC
1.00% annually
Mclean, VA
Virginia
Alpha Capital Wealth Advisors
2023 - Present (3 years)
Wells Fargo Advisors
2020 - 2023 (3 years)
HSBC Securities
2016 - 2020 (4 years)
USAA Financial Advisors
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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